STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PIPE FITTERS UNION HEALTH AND WELFARE FUND LOCAL 392: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PIPE FITTERS UNION HEALTH AND WELFARE FUND LOCAL 392 (EIN 31-0561070)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-24
IRS object ID
202032379349300303
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-24T07:40:17-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611129886PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KELLEY GALLOWAY SMITH GOOLSBY PSCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15086 WOOSTER ROADAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45226ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310561070EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIPEFITTERS UNION HEALTH & WELFAREBusinessNameLine1Txt
Business Name Line2FUND LOCAL 392BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPIPEBusinessNameControlTxt
Phone5132410444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11228 CENTRAL PARKWAY ROOM 100AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRINDA HOFFMANPersonNm
Person TitlePLAN ADMINISTRATORPersonTitleTxt
Phone5132410444PhoneNum
Signature2020-08-21SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL T HAYES CPAPreparerPersonNm
PTINP00193886PTIN
Phone5137459204PhoneNum
Preparation2020-08-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.61.202.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-24IPDt
IP Tm07:40:17IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id71A28C3B726F4AE3A95BC796C97A15C149C74E14AtSubmissionCreationDeviceId
At Submission Filing Device Id71A28C3B726F4AE3A95BC796C97A15C149C74E14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES HARRISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11228 CENTRAL PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,165,544GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressLOCAL392.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS IN THE PLAN ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE PLUMBERS, PIPE FITTERS AND MECHANICAL EQUIPMENT SERVICE LOCAL UNION NO. 392 AND THE MECHANICAL CONTRACTORS ASSOCIATION OF CINCINNATI.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee45TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$23,349,303PYProgramServiceRevenueAmt
CY Program Service Revenue$24,058,456CYProgramServiceRevenueAmt
PY Investment Income$936,582PYInvestmentIncomeAmt
CY Investment Income$1,494,452CYInvestmentIncomeAmt
PY Other Revenue$19,345PYOtherRevenueAmt
CY Other Revenue$39,409CYOtherRevenueAmt
PY Total Revenue$24,305,230PYTotalRevenueAmt
CY Total Revenue$25,592,317CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$27,036,772PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$25,492,273CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$302,181PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$340,205CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,421,975PYOtherExpensesAmt
CY Other Expenses$1,611,502CYOtherExpensesAmt
PY Total Expenses$28,760,928PYTotalExpensesAmt
CY Total Expenses$27,443,980CYTotalExpensesAmt
PY Revenues Less Expenses-$4,455,698PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,851,663CYRevenuesLessExpensesAmt
Total Assets BOY$35,084,018TotalAssetsBOYAmt
Total Assets EOY$35,568,743TotalAssetsEOYAmt
Total Liabilities BOY$385,778TotalLiabilitiesBOYAmt
Total Liabilities EOY$89,518TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,698,240NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$35,479,225NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS IN THE PLAN ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE PLUMBERS, PIPE FITTERS AND MECHANICAL EQUIPMENT SERVICE LOCAL UNION NO. 392 AND THE MECHANICAL CONTRACTORS ASSOCIATION OF CINCINNATI.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS IN THE PLAN ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE PLUMBERS, PIPE FITTERS AND MECHANICAL EQUIPMENT SERVICE LOCAL UNION NO. 392 AND THE MECHANICAL CONTRACTORS ASSOCIATION OF CINCINNATI.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescTO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS IN THE PLAN ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE PLUMBERS, PIPE FITTERS AND MECHANICAL EQUIPMENT SERVICE LOCAL UNION NO. 392 AND THE MECHANICAL CONTRACTORS ASSOCIATION OF CINCINNATI.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document36IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee45EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRINDA HOFFMANPersonNm
Phone5132410444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11228 CENTRAL PARKWAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per WeekAverageHoursPerWeekRt
JAMES HARRIS
TRUSTEEYes (X)$0$79,062$0
CLIFF JOHNSON
TRUSTEEYes (X)$2,427$2,510$0
THOMAS CHEEK
TRUSTEEYes (X)$1,476$0$01.00
RICHARD DRIEHAUS
TRUSTEEYes (X)$0$0$0
BILL FLAUGHER
TRUSTEEYes (X)$0$0$0
FRANK WERK
TRUSTEEYes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,903TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$81,572TotReportableCompRltdOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ACTIVATE HEALTHCARE
2010 N DAMEN AVE SUITE FCHICAGOIL60647HEALTH MANAGEME$1,294,290
ANTHEM BLUE CROSS & BLUE SHIELD
220 VIRGINIA AVENUEINDIANAPOLISIN46404CLAIMS CONSULTA$711,455
EXPRESS SCRIPTS
1 EXPRESS WAYSAINT LOUISMO63121CLAIMS CONSULTA$131,355
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACTOR CONTRIBUTIONS$21,411,207$21,411,207
SELF-PAYMENTS FROM RETIRED PA$2,578,961$2,578,961
SELF-PAYMENTS FROM ACTIVE PAR$68,288$68,288
FieldValueIRS element (for citing)
Total Program Service Revenue$24,058,456TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$402,679TotalRevenueColumnAmt
Related Or Exempt Func Income$402,679RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,665,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,572,644SecuritiesAmt
Other$583OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,092,356SecuritiesAmt
Other-$583OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,091,773TotalRevenueColumnAmt
Related Or Exempt Func Income$1,091,773RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Total Revenue Column$39,409TotalRevenueColumnAmt
Related Or Exempt Func Income$39,409RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$39,409OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,592,317TotalRevenueColumnAmt
Related Or Exempt Func Income$25,592,317RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$25,492,273TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,903TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$302,571TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,731TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$89,013TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$52,500TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$51,795TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$711,455TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,448TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$20,654TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$79,854TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
FRINGE BENEFITS$240,763
CONSULTING & ACTUARY FEES$156,029
COMPUTER SERVICES ISSI$89,859
FIDUCIARY, ERISA & GENERA$41,412

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$39,720TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$27,443,980TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$218,234BOYAmt
EOY$187,924EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$370,264BOYAmt
EOY$1,038,400EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,376BOYAmt
EOY$26,209EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$601,286BOYAmt
EOY$703,348EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$641,557LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$308,174LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$413,820BOYAmt
EOY$333,383EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,970,147BOYAmt
EOY$18,626,438EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,319,411BOYAmt
EOY$12,730,665EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,179,480BOYAmt
EOY$1,922,376EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,084,018BOYAmt
EOY$35,568,743EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$385,778BOYAmt
EOY$89,518EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$385,778BOYAmt
EOY$89,518EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$34,698,240BOYAmt
EOY$35,479,225EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,698,240BOYAmt
EOY$35,479,225EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,084,018BOYAmt
EOY$35,568,743EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,851,663ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,632,648NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$641,557OtherCostOrOtherBasisAmt
Depreciation$308,174DepreciationAmt
Book Value$333,383BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$333,383TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON COLLECTIVE TRUSTSDesc
Book Value$12,730,665BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$12,730,665TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
CONTRACTOR CONTRIBUTIONS RECEIVABLE$1,605,437
RECIRPOCITY CONTRIBUTIONS RECEIVABLE$231,647
RECEIVABLE FROM PENSION PLAN$51,085
RECEIVABLE FROM SUB PLAN$33,554
ACCRUED INTEREST RECEIVABLE$653
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,922,376TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$28,173,753TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,632,648NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,632,648RevenueNotReportedAmt
Revenue Subtotal$25,541,105RevenueSubtotalAmt
Investment Expenses Not Incld$51,795InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$583OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$51,212RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$25,592,317TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$27,392,768TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$27,392,768ExpensesSubtotalAmt
Investment Expenses Not Incld2$51,795InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$583OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$51,212ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$27,443,980TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 4BLOSS ON DISPOSAL OF FIXED ASSETS -583
SCHEDULE D, PAGE 4, PART XII, LINE 4BLOSS ON DISPOSAL OF FIXED ASSETS -583

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS IN THE PLAN ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE PLUMBERS, PIPE FITTERS AND MECHANICAL EQUIPMENT SERVICE LOCAL UNION NO. 392 AND THE MECHANICAL CONTRACTORS ASSOCIATION OF CINCINNATI.
FORM 990, PAGE 2, PART III, LINE 4DTO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS IN THE PLAN ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE PLUMBERS, PIPE FITTERS AND MECHANICAL EQUIPMENT SERVICE LOCAL UNION NO. 392 AND THE MECHANICAL CONTRACTORS ASSOCIATION OF CINCINNATI.
FORM 990, PAGE 6, PART VI, LINE 7ATWO OF THE SIX MEMBERS OF THE GOVERNING BODY ARE ELECTED EVERY THREE YEARS BY THE MEMBERS OF LOCAL UNION NO 392. A THIRD TRUSTEE IS APPOINTED BY THE BUSINESS MANAGER FROM THE FULL TIME OFFICERS. ALL UNION MEMBERS ARE PARTICIPANTS IN THE PLAN. THE OTHER THREE MEMBERS OF THE GOVERNING BOARD ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF CINCINNATI.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 WAS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY AT THE BOARD OF TRUSTEES MEETING.
FORM 990, PAGE 6, PART VI, LINE 15AEACH YEAR THE TRUSTEES REVIEW THE COMPENSATION OF THE PLAN ADMINISTRATOR.
FORM 990, PAGE 6, PART VI, LINE 15BEACH YEAR THE TRUSTEES REVIEW THE COMPENSATION OF THE OFFICE STAFF. UNION TRUSTEES EXCEPT FOR UNION OFFICERS ARE COMPENSATED FOR LOST TIME WAGES AT THE RATE ESTABLISHED IN THE COLLECTIVE BARGAINING AGREEMENT.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY.
FORM 990, PART XI, LINE 9LOSS ON DISPOSAL OF FIXED ASSETS 583 LOSS ON DISPOSAL OF FIXED ASSETS -583

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndBusiness Name Line2DisregardedEntityName/BusinessNameLine2TxtPublic Charity StatusPublicCharityStatusTxt
INVESTMENT TRUST LOCAL 392
1228 CENTRAL PARKWAYCINCINNATIOH45202237166422LEASEOH501 C5NAfalse
PLUMBERS PIPE FITTERS & MES
1228 CENTRAL PARKWAYCINCINNATIOH45202310727369EXPENSESOH501 C9NAfalseLOCAL UNION 392 SUB FUND
PLUMBERS PIPE FITTERS & MES
1228 CENTRAL PARKWAYCINCINNATIOH45202310655223EXPENSESOH401NAfalseLOCAL UNION 392 PENSION FUND
PLUMBERS PIPE FITTERS & MES
1300 CENTURY CIRCLE NORTHSPRINGDALEOH45246310619811SCHOOLOH501 C3NAfalseLOCAL UNION 392 EDUCATION FUND2
MECHANICAL CONTRACTORS ASSOCIATION
1579 SUMMIT ROADCINCINNATIOH45237310249290ASSOCIATIOOH501 C6NAfalse
PLUMBERS PIPE FITTERS & MES
1228 CENTRAL PARKWAYCINCINNATIOH45202310474230UNIONOH501 C5NAfalseLOCAL UNION NO 392
PLUMBERS PIPE FITTERS & MES
1228 CENTRAL PARKWAYCINCINNATIOH45202842587991EXPENSESOH501C9NAfalseLOCAL UNION 392 SUPPLEMENT RETIREME

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (84 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ADVANCED FACILITIES INC
4690 SOUTH INTERSTATE DRIVECINCINNATIOH45246311475939CONTRACTOROHN/Afalse
ADVANCED MECHANICAL OF NORTHERN KY
437 RIPPLE RUN ROADVERONAKY41092812647078CONTRACTORKYN/Afalse
ALPHA MECHANICAL SERVICE INC
7200 DISTRIBUTION DRIVELOUISVILLEKY40258CONTRACTORKYN/Afalse
ARTIC HEATING & AC INC
1032 REDBIRD ROADLOVELANDOH45140311002682CONTRACTOROHN/Afalse
AZCO INC
PO BOX 567APPLETONWI549120567390789900CONTRACTORWIN/Afalse
B&B MECHANICAL SERVICES INC
2861 SYDNEY AVECINCINNATIOH45225CONTRACTORN/Afalse
BACHMAN'S INC
4058 CLOUGH WOODS DRIVEBATAVIAOH45103310580562CONTRACTOROHN/Afalse
BMWC CONSTRUCTORS INC
1740 WEST MICHIGAN STINDIANAPOLISIN46222CONTRACTORINN/Afalse
BOWEN ENGINEERING CORPORATION
10315 ALLISONVILLE ROADFISHERSIN46038CONTRACTORINN/Afalse
C&D MECHANICAL INC
7600 PRODUCTION DRIVECINCINNATIOH45237311099535CONTRACTOROHN/Afalse
CARRIER CORPORATION
CARRIER PARKWAY BUILDING TR5SYRACUSENY13221060991716CONTRACTORNYN/Afalse
COORDINATED BIM SOLUTIONS
8443 WOODREED DRIVEWEST CHESTEROH45069273610096CONTRACTOROHN/Afalse
CR MEYER & SONS
2516 GLADE STREETMUSKEGON HEIGHTSMI49444CONTRACTORMIN/Afalse
CSS MECHANICAL
PO BOX 43621LOUISVILLEKY40253CONTRACTORKYN/Afalse
DAIKIN APPLIED AMERICAS
13600 INDUSTRIAL PARK BOULEVARDPLYMOUTHMN55441410404230CONTRACTORMNN/Afalse
DEBRA-KUEMPEL
3976 SOUTHERN AVENUECINCINNATIOH45227131615931CONTRACTOROHN/Afalse
DRIEKAST PIPING CORPORATION
11290 SEBRING DRIVECINCINNATIOH45240311202047CONTRACTOROHN/Afalse
EASTERN PERSONNEL SERVICES INC
619 CENTRAL AVENUECINCINNATIOH45202CONTRACTOROHN/Afalse
ELITE MECHANICAL SERVICES
301 9TH AVEDAYTONKY41074CONTRACTORKYN/Afalse
ENERFAB INC
4955 SPRING GROVE AVENUECINCINNATIOH45232CONTRACTOROHN/Afalse
F&L UNITED
3440 TORINGDON WAYE STE 205CHALOTTENC28277CONTRACTORNCN/Afalse
FLUOR CONSTRUCTION INT'L INC
352 HALTON RDGREENVILLESC29607CONTRACTORSCN/Afalse
FM SYLVAN INC
239 MIDWAY LANEOAK RIDGETN37830CONTRACTORTNN/Afalse
FRYE MECHANICAL INC
1500 HUMPRHEY AVEDAYTONOH45410CONTRACTOROHN/Afalse
GARRETT MECHANICAL MAINTENANCE INC
11159 LAKEVIEW DRIVEUNIONKY41091202103694CONTRACTORKYN/Afalse
GEMMA POWER SYSTEMS LLC
769 HEBRON AVENUEGLASTONBURYCT06033CONTRACTORN/Afalse
GRAYCOR INDUSTRIAL CONSTRUCTION INC
2 MID AMERICA PLAZA SUITE 400OAKBROOK TERRACEIL60181360898220CONTRACTORILN/Afalse
H&J PIPING LLC
7729 ZION HILL ROADCLEVESOH45002811208048CONTRACTOROHN/Afalse
HENN PLUMBING
8793 WUEST ROADCINCINNATIOH45251061644296CONTRACTOROHN/Afalse
HMC SERVICE COMPANY
6909 ENTERPRISE DRLOUISVILLEKY40214CONTRACTORN/Afalse
HOLLAND & HOLLAND
5033 WINTON ROADCINCINNATIOH45232311137412CONTRACTOROHN/Afalse
HUDSON PIPING INC
836 WALNUT STREETDAYTONKY41074611286456CONTRACTORKYN/Afalse
INTEGRATED ELECTRICAL SOLUTIONS
5789 STATE ROADHAMILTONOH45013CONTRACTOROHN/Afalse
INVESTMENT TRUSTEES LOCAL 392
1228 CENTRAL PARKWAYCINCINNATIOH45202237166422TRUSTEESOHN/Afalse
J&H MECHANICAL CONTRACTORS INC
669 BAUER ROADSOMERVILLEOH45064311402329CONTRACTOROHN/Afalse
JETT'S SPECIALITY CONTRACTING LLC
660 CHESTER HACK DRIVEPADUCAHKY42003462190577CONTRACTORKYN/Afalse
JOHN E CARRIGAN PLUMBING CO
48 WEST MCMICKEN AVENUECINCINNATIOH45202310948860CONTRACTOROHN/Afalse
JOHNSON CONTROLS INC
507 EAST MICHIGAN STREETMILWAUKEEWI53201390380010CONTRACTORWIN/Afalse
JOS HONHORST CO
1050 DALTON AVENUECINCINNATIOH45203311122663CONTRACTOROHN/Afalse
KCR MECHANICAL SERVICES INC
4952 WINTON ROAD SUITE CFAIRFIELDOH45014311434251CONTRACTOROHN/Afalse
KELLEY & CARPENTER INC
507 MAPLE AVENUEHAMILTONOH45011310679587CONTRACTOROHN/Afalse
KENNEDY TANK & MANUFACTURING INC
833 E SUMNER AVENUEINDIANAPOLISIN46227CONTRACTORINN/Afalse
KGB MECHANICAL LLC
5745 NORTH 32ND STREETRICHLANDMI49083CONTRACTORMIN/Afalse
LOCAL 392 EDUCATION FUND
1300 CENTURY CIRCLE NORTHSPRINGDALEOH45246310619811SCHOOLOHN/Afalse
LOCAL 392 FEDERAL CREDIT UNION
1228 CENTRAL PARKWAY ROOM 108CINCINNATIOH45202311050119CREDIT UNIOHN/Afalse
LOCAL 392 HEALTH & WELFARE FUND
1228 CENTRAL PARKWAYCINCINNATIOH45202310561070TRUSTEESOHN/Afalse
LOCAL 392 OFFICE STAFF
1228 CENTRAL PARKWAYCINCINNATIOH45202UNIONOHN/Afalse
LOCAL 392 PENSION FUND
1228 CENTRAL PARKWAYCINCINNATIOH45202310655223TRUSTEESOHN/Afalse
LOCAL 392 SUB FUND
1228 CENTRAL PARKWAYCINCINNATIOH45202310727369TRUSTEESOHN/Afalse
LOCAL 392 SUPPLEMENTAL RETIREMENT P
1228 CENTRAL PARKWAYCINCINNATIOH45202842587991TRUSTEESOHN/Afalse
M&M MECHANICAL INC
145 CHESAPEAKE AVENUEFORT THOMASKY41075611298607CONTRACTORKYN/Afalse
MAGNUM MANAGEMENTKINGS ISLAND
1 CEDAR POINT DRIVESANDUSKYOH44870061346301CONTRACTOROHN/Afalse
MCGRAWKOKOSING INC
101 CLARK BOULEVARDMIDDLETOWNOH45044311355207CONTRACTOROHN/Afalse
MECHANICAL INDUSTRIAL CONTRACTORS
11863 SOLZAM ROADCINCINNATIOH45249311072314CONTRACTOROHN/Afalse
NELSON STARK INC
7685 FIELDS ERTEL ROADCINCINNATIOH45241311381696CONTRACTOROHN/Afalse
NORTHERN KENTUCKY HEATING AND COOLI
512 WALKER COURTWALTONKY41094CONTRACTORKYN/Afalse
PCI
1421 QUEEN CITY AVENUECINCINNATIOH45214CONTRACTOROHN/Afalse
PECK HANNAFORD & BRIGGS CO
4670 CHESTER AVENUECINCINNATIOH45232310655823CONTRACTOROHN/Afalse
PECK HANNAFORD & BRIGGS SERVICE
4673 SPRING GROVE AVENUECINCINNATIOH45232310974318CONTRACTOROHN/Afalse
PEVCO SYSTEMS INT'L INC
1401 TANGIER DRBALTIMOREMD21220CONTRACTORMDN/Afalse
PLAS PLUMBING CO INC
8805 LANCASTER AVENUECINCINNATIOH45242310682382CONTRACTOROHN/Afalse
PREMIER MECHANICAL SERVICES
819 MAPLE AVENUEHAMILTONOH45011260009125CONTRACTOROHN/Afalse
PROGRESSIVE MECHANICAL
10800 GALAXIE AVEFERNDALEMI48220CONTRACTORMIN/Afalse
PROGRESSIVE PLUMBING CO
531 HANOVER STREETHAMILTONOH45012311133091CONTRACTOROHN/Afalse
QUEEN CITY MECHANICAL INC
1950 WAYCROSS ROADCINCINNATIOH45240311367100CONTRACTOROHN/Afalse
R KELLY INC
7645 PRODUCTION DRIVECINCINNATIOH45237311201737CONTRACTOROHN/Afalse
RQ BACHMAN HVACR LLC
2190 CANDLEMAKER DRCINCINNATIOH45244CONTRACTOROHN/Afalse
REICK GROUP
5245 WADSWORTH RDVANDALIAOH45377CONTRACTOROHN/Afalse
REILLY PLUMBING CO
5617 MUDDY CREEK ROADCINCINNATIOH45238311296083CONTRACTOROHN/Afalse
S MECHANICAL
16420 SOUTH KILBOURN AVENUEOAK FORESTIL60452CONTRACOTRILN/Afalse
SCHMIDT PLUMBING CO
1599 GRANDVIEW ROADALEXANDRIAKY41001611035638CONTRACTORKYN/Afalse
SIEMENS BUILDING TECHNOLOGIES
1310 KEMPER MEADOW DRIVE SUITE 500CINCINNATIOH45240132762488CONTRACTOROHN/Afalse
TJ DYER CO
5240 LESTER ROADCINCINNATIOH45213310521259CONTRACTOROHN/Afalse
TJ DYER SERVICE
5240 LESTER ROADCINCINNATIOH45213310521259CONTRACTOROHN/Afalse
THE GEILER COMPANY
6561 GLENWAY AVENUECINCINNATIOH45211310570189CONTRACTOROHN/Afalse
TRITON SERVICES INC
8162 DUKE BOULEVARDMASONOH45040753093886CONTRACTOROHN/Afalse
UA LOCAL UNION 392
1228 CENTRAL PARKWAYCINCINNATIOH45202310474230UNION HALLOHN/Afalse
UNIVERSAL PIPING INC
12900 CAPITAL STREETOAK PARKMI48237272451663CONTRACTORMIN/Afalse
VELOCITY PIPING
105 CONSTRUCTION BOULEVARDFAIRFIELDOH45014161697774CONTRACTOROHN/Afalse
VOLKER & ASSOCIATES INC
10175 HARRISON AVEHARRISONOH45030CONTRACTOROHN/Afalse
WAGNER-MEINERT INC
7617 FREEDOM WAYFT WAYNEIN46818CONTRACTORN/Afalse
WATKINS MECHANICAL
10 PARKER DRIVESPRINGBOROOH45066311544441CONTRACTOROHN/Afalse
YANDLE TUBES LLC
1321 SUMMER STREETNEWBERRYSC29108CONTRACTORSCN/Afalse
ZINS PLUMBING
3827 SPRING GROVE AVENUECINCINNATIOH45223311156687CONTRACTOROHN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PPF & MES PENSION
Q$76,597ACCRUAL
PPF & MES SUB
Q$47,322ACCRUAL
PPF & MES INVESTMENT TRUST
K$38,448ACCRUAL
PPF & MES PENSION
O$88,661ACCRUAL
PPF & MES SUB
O$66,870ACCRUAL
PPF & MES SUPPLEMENTAL RETIREMENT
Q$621ACCRUAL